AI Lead Qualification & Appointment Automation System AI Lead Conversion Platform — Telegram, CRM & Automated Scheduling Designed and developed an AI-powered lead conversion system that handles incoming Telegram conversations from first contact to qualification, CRM synchronization, and appointment booking.

The AI works with conversation history, lead profile data, unanswered questions, current funnel stage, available actions, and verified CRM data to determine the next appropriate step and generate structured responses.

The system automatically creates and updates leads in the CRM, manages qualification stages, books meetings, generates Yandex Telemost links, sends reminders, handles rescheduling, and escalates exceptional cases to a human manager.

The architecture includes dialogue state management, message deduplication and batching, PostgreSQL persistence, concurrency protection, validation before actions are executed, and safeguards against sending unverified or prohibited information.

This is not just an AI chatbot — it is an automated sales workflow that connects Telegram, AI, CRM, scheduling, and human escalation into one controlled process. AI makes decisions within controlled business rules instead of operating as an unrestricted chatbot.

The concurrency safeguards and validation-before-actions detail is a strong distinction here—booking systems usually fail at the edges, not in the happy path. I’d expose a compact lead state to the operator (stage, next action, last unanswered question) so a human can resume...

Agent products resist normal product marketing. There's no single interface to screenshot and the category vocabulary has gone generic, so a feature list communicates almost nothing.

We built Heron's explanation as a four-beat scroll that runs the agent's actual loop. The model appears and is watched. Violations surface with plain language and a real IBC clause. An edit is applied after approval. The system learns the firm's standards.

Pacing was the main design problem. Each beat needed enough scroll distance to register as a separate action, without the section becoming so long that people bail before the payoff. The sequence carries the technical detail that would otherwise sit in a spec table.

The four-beat scroll is a smart way to make the agent’s loop feel tangible—much clearer than a static feature list. The restrained visual system gives the interaction room to breathe.